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UNITED CAPITAL FINANCIAL ADVISORS, LLC Historic Quarter Change: USA ETF, Added

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UNITED CAPITAL FINANCIAL ADVISORS, LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, UNITED CAPITAL FINANCIAL ADVISORS, LLC opened 2,127 positions, added to 2,540, reduced 2,720 and sold out of 1,730.

  • Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 1,359,535.
  • Q2 2026: Stock IUSB; Country of operation —; Class CORE UNIVRSL USD; Shares before 4,101,187.
  • Q2 2026: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 233,511.
  • Q2 2026: Stock VUG; Country of operation —; Class GROWTH ETF; Shares before 554,536.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1463217), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-11); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-20); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2009-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF1,359,5351,541,045+181,510$888,247,511$1,154,073,181+$265,825,6702026-08-17
Q2 2026IUSB
ISHARES TR		CORE UNIVRSL USD4,101,1875,132,935+1,031,748$189,474,777$236,824,402+$47,349,6252026-08-17
Q2 2026QQQ
INVESCO QQQ TR		UNIT SER 1233,511237,452+3,941$134,838,647$174,869,501+$40,030,8542026-08-17
Q2 2026VUG
VANGUARD INDEX FDS		GROWTH ETF554,5363,261,088+2,706,552$242,218,549$281,431,906+$39,213,3572026-08-17
Q2 2026IVW
ISHARES TR		S&P 500 GRWT ETF1,105,6951,124,043+18,348$125,054,178$154,741,389+$29,687,2112026-08-17
Q2 2026DYNF
BLACKROCK ETF TRUST		ISHARES US EQUIT1,752,8561,829,101+76,245$101,993,526$124,459,222+$22,465,6962026-08-17
Q2 2026BIV
VANGUARD BD INDEX FDS		INTERMED TERM3,697,1943,995,262+298,068$285,127,615$306,396,617+$21,269,0022026-08-17
Q2 2026ESGV
VANGUARD WORLD FD		ESG US STK ETF63,621205,816+142,195$7,138,276$27,252,097+$20,113,8212026-08-17
Q2 2026GSIE
GOLDMAN SACHS ETF TR		ACTIVEBETA INT894,5471,231,419+336,872$38,581,816$56,103,441+$17,521,6252026-08-17
Q2 2026PYLD
PIMCO ETF TR		MULTISECTOR BD4,591,3695,161,831+570,462$120,477,523$136,685,294+$16,207,7712026-08-17
Q2 2026SMH
VANECK ETF TRUST		SEMICONDUCTR ETF55,57556,377+802$21,298,648$36,976,903+$15,678,2552026-08-17
Q2 2026IUSG
ISHARES TR		CORE S&P US GWT170,474202,069+31,595$26,443,859$38,076,065+$11,632,2062026-08-17
Q2 2026EFG
ISHARES TR		EAFE GRWTH ETF490,483530,721+40,238$54,641,836$65,915,582+$11,273,7462026-08-17
Q2 2026GEM
GOLDMAN SACHS ETF TR		ACTIVEBETA EME553,237642,877+89,640$23,899,854$33,429,623+$9,529,7692026-08-17
Q2 2026GBND
GOLDMAN SACHS ETF TR		CORE BOND ETF1,732,1741,907,521+175,347$87,492,086$96,348,896+$8,856,8102026-08-17
Q2 2026MBB
ISHARES TR		MBS ETF1,422,5671,509,344+86,777$135,205,561$142,758,102+$7,552,5412026-08-17
Q2 2026VTI
VANGUARD INDEX FDS		TOTAL STK MKT124,054125,678+1,624$39,813,981$46,517,302+$6,703,3212026-08-17
Q2 2026QQQM
INVESCO EXCH TRADED FD TR II		NASDAQ 100 ETF92,84394,765+1,922$22,072,569$28,733,616+$6,661,0472026-08-17
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF96,222379,433+283,211$41,029,039$47,145,358+$6,116,3192026-08-17
Q2 2026IDEF
BLACKROCK ETF TRUST		United StatesISHARES DEFENSE1,070,8541,285,564+214,710$34,885,339$40,803,333+$5,917,9942026-08-17
Q2 2026MUB
ISHARES TR		NATIONAL MUN ETF613,660655,019+41,359$65,072,899$70,421,262+$5,348,3632026-08-17
Q2 2026MOAT
VANECK ETF TRUST		MRNGSTR WDE MOAT611,351617,016+5,665$59,129,862$64,157,289+$5,027,4272026-08-17
Q2 2026IWM
ISHARES TR		RUSSELL 2000 ETF79,38881,209+1,821$19,680,122$24,390,834+$4,710,7122026-08-17
Q2 2026PULS
PGIM ETF TR		PGIM ULTRA SH BD336,405423,725+87,320$16,654,066$20,989,010+$4,334,9442026-08-17
Q2 2026GTIP
GOLDMAN SACHS ETF TR		ACCESS INFLATI620,337713,247+92,910$30,607,434$34,834,979+$4,227,5452026-08-17
Q2 2026IUSV
ISHARES TR		CORE S&P US VLU156,812183,058+26,246$16,033,794$20,171,033+$4,137,2392026-08-17
Q2 2026XLG
INVESCO EXCHANGE TRADED FD T		S&P 500 TOP 50570,840575,169+4,329$31,156,424$35,234,863+$4,078,4392026-08-17
Q2 2026STIP
ISHARES TR		0-5 YR TIPS ETF4,86342,764+37,901$502,577$4,365,407+$3,862,8302026-08-17
Q2 2026VEU
VANGUARD INTL EQUITY INDEX F		ALLWRLD EX US435,838436,427+589$32,731,470$36,537,671+$3,806,2012026-08-17
Q2 2026VGT
VANGUARD WORLD FD		INF TECH ETF12,020101,885+89,865$8,386,677$12,182,342+$3,795,6652026-08-17
Q2 2026JEPQ
J P MORGAN EXCHANGE TRADED F		NASDAQ EQT PREM212,112250,359+38,247$11,770,622$15,393,242+$3,622,6202026-08-17
Q2 2026SCMB
SCHWAB STRATEGIC TR		MUN BD ETF779,851903,490+123,639$19,878,415$23,355,228+$3,476,8132026-08-17
Q2 2026JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM285,551346,505+60,954$16,193,061$19,578,559+$3,385,4982026-08-17
Q2 2026GOVT
ISHARES TR		US TREAS BD ETF9,932,88310,130,922+198,039$227,472,648$230,621,626+$3,148,9782026-08-17
Q2 2026PTL
NORTHERN LTS FD TR IV		INSPIRE 500 ETF39,70445,067+5,363$9,950,219$12,904,935+$2,954,7162026-08-17
Q2 2026IWY
ISHARES TR		RUS TP200 GR ETF53,93155,322+1,391$13,418,778$16,097,601+$2,678,8232026-08-17
Q2 2026BIBL
NORTHERN LTS FD TR IV		INSPIRE 100 ETF161,027177,488+16,461$7,595,629$10,272,987+$2,677,3582026-08-17
Q2 2026IETC
ISHARES U S ETF TR		U.S. TECH INDEPD119,315121,823+2,508$10,540,014$13,079,214+$2,539,2002026-08-17
Q2 2026VGSH
VANGUARD SCOTTSDALE FDS		SHORT TERM TREAS168,711212,141+43,430$9,874,635$12,346,604+$2,471,9692026-08-17
Q2 2026SPMO
INVESCO EXCH TRADED FD TR II		S&P 500 MOMNTM17,61126,722+9,111$1,975,261$4,319,149+$2,343,8882026-08-17
Q2 2026CAIQ
CALAMOS ETF TR		NASDAQ AUTOCALLL517,600549,000+31,400$12,329,232$14,663,790+$2,334,5582026-08-17
Q2 2026SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ1,912,0471,921,962+9,915$58,642,491$60,945,421+$2,302,9302026-08-17
Q2 2026AGG
ISHARES TR		CORE US AGGBD ET786,743810,957+24,214$78,121,294$80,250,402+$2,129,1082026-08-17
Q2 2026IBDS
ISHARES TR		IBONDS 27 ETF279,164365,074+85,910$6,761,066$8,833,847+$2,072,7812026-08-17
Q2 2026TIP
ISHARES TR		TIPS BD ETF9,80827,099+17,291$1,081,843$2,963,347+$1,881,5042026-08-17
Q2 2026EMLC
VANECK ETF TRUST		JP MRGAN EM LOC11,13584,219+73,084$278,163$2,153,473+$1,875,3102026-08-17
Q2 2026IBTH
ISHARES TR		IBONDS 27 TRM TS1,481,2031,569,360+88,157$33,225,417$35,095,933+$1,870,5162026-08-17
Q2 2026IBDT
ISHARES TR		IBDS DEC28 ETF193,845267,703+73,858$4,905,736$6,753,809+$1,848,0732026-08-17
Q2 2026IBTK
ISHARES TR		IBOND DEC 20301,236,3061,341,750+105,444$24,381,849$26,197,674+$1,815,8252026-08-17
Q2 2026IBDU
ISHARES TR		IBONDS DEC 29199,987278,417+78,430$4,648,435$6,445,676+$1,797,2412026-08-17
Q2 2026IBDV
ISHARES TR		IBONDS DEC 2030199,514281,940+82,426$4,361,925$6,140,066+$1,778,1412026-08-17
Q2 2026IBDR
ISHARES TR		IBONDS DEC2026372,480441,512+69,032$9,028,294$10,704,328+$1,676,0342026-08-17
Q2 2026IBTI
ISHARES TR		IBONDS 28 TRM TS1,181,6341,264,630+82,996$26,317,170$27,981,282+$1,664,1122026-08-17
Q2 2026IEF
ISHARES TR		7-10 YR TRSY BD84,584101,234+16,650$8,070,065$9,571,240+$1,501,1752026-08-17
Q2 2026VONV
VANGUARD SCOTTSDALE FDS		VNG RUS1000VAL12,73424,822+12,088$1,194,195$2,639,574+$1,445,3792026-08-17
Q2 2026IBTJ
ISHARES TR		IBONDS 29 TRM TS1,197,9301,273,661+75,731$26,148,908$27,556,560+$1,407,6522026-08-17
Q2 2026EFA
ISHARES TR		MSCI EAFE ETF119,323123,569+4,246$11,552,507$12,835,204+$1,282,6972026-08-17
Q2 2026PBE
INVESCO EXCHANGE TRADED FD T		BIOTECHNOLOGY101,985104,341+2,356$8,081,291$9,354,171+$1,272,8802026-08-17
Q2 2026GPIX
GOLDMAN SACHS ETF TR		S&P 500 PREMIUM81,87095,717+13,847$4,094,331$5,319,952+$1,225,6212026-08-17
Q2 2026SUSB
ISHARES TR		ESG AWRE 1 5 YR31,67180,367+48,696$793,195$2,006,702+$1,213,5072026-08-17
Q2 2026XMMO
INVESCO EXCHANGE TRADED FD T		S&P MDCP MOMNTUM4,18210,631+6,449$606,683$1,806,990+$1,200,3072026-08-17
Q2 2026VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD96,65297,983+1,331$14,313,203$15,488,156+$1,174,9532026-08-17
Q2 2026FDG
AMERICAN CENTY ETF TR		FOCUSED DYNAMIC52,43253,767+1,335$5,987,625$7,156,509+$1,168,8842026-08-17
Q2 2026VONG
VANGUARD SCOTTSDALE FDS		VNG RUS1000GRW5,64313,446+7,803$619,009$1,719,802+$1,100,7932026-08-17
Q2 2026GVI
ISHARES TR		INTRM GOV CR ETF77,74788,442+10,695$8,291,696$9,381,141+$1,089,4452026-08-17
Q2 2026IBTG
ISHARES TR		IBONDS 26 TRM TS1,859,9791,908,680+48,701$42,614,023$43,694,669+$1,080,6462026-08-17
Q2 2026GMUB
GOLDMAN SACHS ETF TR		MUNI INCOME ETF264,570282,139+17,569$13,458,674$14,513,246+$1,054,5722026-08-17
Q2 2026IBD
NORTHERN LTS FD TR IV		INSPIRE CORP BD225,919267,448+41,529$5,374,603$6,354,555+$979,9522026-08-17
Q2 2026VXF
VANGUARD INDEX FDS		EXTEND MKT ETF1,8095,318+3,509$372,334$1,309,153+$936,8192026-08-17
Q2 2026VO
VANGUARD INDEX FDS		MID CAP ETF25,535102,610+77,075$7,333,229$8,266,234+$933,0052026-08-17
Q2 2026IGF
ISHARES TR		GLB INFRASTR ETF17,95931,703+13,744$1,199,883$2,108,219+$908,3362026-08-17
Q2 2026IFRA
ISHARES TR		US INFRASTRUC22,57334,686+12,113$1,290,799$2,186,836+$896,0372026-08-17
Q2 2026IBTM
ISHARES TR		IBONDS DEC 2032304,411345,777+41,366$6,973,179$7,845,603+$872,4242026-08-17
Q2 2026TPIF
TIMOTHY PLAN		INTL ETF111,994131,982+19,988$4,036,264$4,891,253+$854,9892026-08-17
Q2 2026WWJD
NORTHERN LTS FD TR IV		INSPIRE INTL ETF107,317126,413+19,096$4,012,592$4,796,119+$783,5272026-08-17
Q2 2026IGIB
ISHARES TR		ISHS 5-10YR INVT1,865,4671,879,524+14,057$99,124,743$99,885,442+$760,6992026-08-17
Q2 2026DSTL
ETF SER SOLUTIONS		DISTILLATE US255,620259,127+3,507$14,804,114$15,520,311+$716,1972026-08-17
Q2 2026HDV
ISHARES TR		CORE HIGH DV ETF14,74799,085+84,338$2,001,435$2,716,488+$715,0532026-08-17
Q2 2026SCHE
SCHWAB STRATEGIC TR		EMRG MKTEQ ETF111,667122,108+10,441$3,679,429$4,375,125+$695,6962026-08-17
Q2 2026JMUB
J P MORGAN EXCHANGE TRADED F		MUNICIPAL ETF156,777168,454+11,677$7,841,880$8,524,824+$682,9442026-08-17
Q2 2026TPLC
TIMOTHY PLAN		US LRGMD CP CORE54,80863,949+9,141$2,543,639$3,223,030+$679,3912026-08-17
Q2 2026VXUS
VANGUARD STAR FDS		VG TL INTL STK F38,26542,483+4,218$2,950,606$3,629,322+$678,7162026-08-17
Q2 2026HOLA
J P MORGAN EXCHANGE TRADED F		INTL HDGD EQT LA4,33915,482+11,143$227,877$857,011+$629,1342026-08-17
Q2 2026IBTL
ISHARES TR		IBONDS DEC 2031363,176396,107+32,931$7,402,889$7,989,042+$586,1532026-08-17
Q2 2026MGK
VANGUARD WORLD FD		MEGA GRWTH IND9,85047,512+37,662$3,619,345$4,181,064+$561,7192026-08-17
Q2 2026EMXC
ISHARES INC		MSCI EMRG CHN14,71916,658+1,939$1,157,827$1,704,181+$546,3542026-08-17
Q2 2026ISMD
NORTHERN LTS FD TR IV		INSPIRE SML/ MID30,08834,824+4,736$1,203,821$1,739,111+$535,2902026-08-17
Q2 2026IHDG
WISDOMTREE TR		ITL HDG QTLY DIV128,363128,507+144$6,180,697$6,712,952+$532,2552026-08-17
Q2 2026VTEB
VANGUARD MUN BD FDS		TAX EXEMPT BD66,23975,071+8,832$3,302,660$3,798,617+$495,9572026-08-17
Q2 2026RDVY
FIRST TR EXCHANGE TRADED FD		RISNG DIVD ACHIV36,91637,113+197$2,520,597$3,009,139+$488,5422026-08-17
Q2 2026DIA
STATE STR SPDR DOW JONES IND		UT SER 18,1858,187+2$3,791,901$4,277,063+$485,1622026-08-17
Q2 2026IBDW
ISHARES TR		IBONDS DEC 203192,324115,815+23,491$1,929,789$2,412,024+$482,2352026-08-17
Q2 2026SIL
GLOBAL X FDS		GLOBAL X SILVER49,48951,439+1,950$4,457,969$3,977,263-$480,7062026-08-17
Q2 2026IBMQ
ISHARES TR		IBONDS DEC 28170,016187,694+17,678$4,336,996$4,796,559+$459,5632026-08-17
Q2 2026VLUE
ISHARES TR		MSCI USA VALUE6,9287,205+277$985,548$1,441,464+$455,9162026-08-17
Q2 2026IBMR
ISHARES TR		IBONDS DEC 2029168,050185,667+17,617$4,254,218$4,708,951+$454,7332026-08-17
Q2 2026IBDX
ISHARES TR		IBONDS DEC 203270,96489,169+18,205$1,790,265$2,242,958+$452,6932026-08-17
Q2 2026IBTQ
ISHARES TR		IBONDS DEC 203590,328108,778+18,450$2,282,722$2,727,425+$444,7032026-08-17
Q2 2026ICLN
ISHARES TR		GL CLEAN ENE ETF11,99731,304+19,307$218,221$642,888+$424,6672026-08-17
Q2 2026FLOT
ISHARES TR		FLTG RATE NT ETF407,590415,334+7,744$20,773,216$21,188,620+$415,4042026-08-17

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